| As of Date | 06/16/2026 |
| Registration | SEC, Approved, 03/06/2002 |
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| ADV Location | DULUTH, MN, United States |
| Contact Info | 218 xxxxxxx |
| Websites |
| AUM* | 93,144,375 127% |
| of that, discretionary | 93,144,375 127% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 93,144,375 127% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds